401(k) · DOL Form 5500 · 2024
Grove, Mueller & Swank, P.C. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $384,831
- Avg per participant High balance/head
Official DOL plan name: Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan · Sponsored by Grove, Mueller & Swank, P.C. · Oregon · Professional & Technical Services
$12M in assets, 31 participants
Grove, Mueller & Swank, P.C.'s Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported $12M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #11,723 in Professional & Technical Services (20,173 peers)
2024 asset change
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan declined sharply 21.1% in 2024 ($15M → $12M) for 31 participants.
- #11,723
- in Professional & Technical Services (20,173 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,929,758 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan reported participants rose from 25 in the plan year 2023 filing to 31 in the plan year 2024 filing.
- Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930874157 · Grove, Mueller & Swank, P.C. PY 2024 · 401(k)
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan · $12M · 31 · 60th
- SCH $12M
- EBSA 31
- PART 60th
- TYPE 401(k)
- NET near Miller Electric Company 401(k) Plan and Trust
- BOOK ind #11723
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Oregon →
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Grove, Mueller & Swank, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Grove, Mueller & Swank, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 6.903114142296911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $13M |
| 2023 | 1 | 25 | $15M |
| 2024 | 1 | 31 | $12M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$3M |
| Employer EIN | 930874157 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Grove, Mueller & Swank, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Miller Electric Company 401(k) Plan and Trust in NE ($12M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.